Wealthspire Advisors, LLC New Holdings in Q2 2025

Wealthspire Advisors, LLC

  • $17.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ISHG
Ishares Intl Treasury Bond ETF

ETFs
25.4K
New
$70.32 - $76.56 $1.79M - $1.95M
25.4K $1.95M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
193K
New
$7.05 - $8.02 $1.36M - $1.55M
193K $1.55M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
7.87K
New
$94.74 - $118.43 $746K - $933K
7.87K $932K
LFMD
Life Md, Inc.

Healthcare
61.7K
New
$4.82 - $15.06 $297K - $929K
61.7K $839K
IDEV
Ishares Core Msci Intl Develop

ETFs
9.71K
New
$61.79 - $76.67 $600K - $744K
9.71K $738K
NUE
Nucor Corp

Basic Materials
5.53K
New
$103.22 - $131.43 $571K - $727K
5.53K $716K
CTSH
Cognizant Technology Solutions Corp

Technology
7.52K
New
$66.47 - $81.81 $500K - $615K
7.52K $586K
GLDM
World Gold Trust

ETFs
8.27K
New
$58.96 - $67.97 $487K - $562K
8.27K $541K
TQQQ
Proshares Ultrapro Qqq

ETFs
5.76K
New
$38.9 - $83.0 $224K - $478K
5.76K $478K
AGNC
Agnc Investment Corp.

Real Estate
47.1K
New
$8.12 - $9.49 $382K - $447K
47.1K $432K
SLRC
Slr Investment Corp.

Financial Services
25.1K
New
$14.19 - $17.01 $356K - $427K
25.1K $404K
INDA
Ishares Msci India Index Fund

ETFs
6.92K
New
$49.13 - $55.86 $340K - $386K
6.92K $385K
DKNG
Draft Kings Inc.

Consumer Cyclical
8.68K
New
$31.67 - $42.89 $275K - $372K
8.68K $372K
COIN
Coinbase Global, Inc.

Technology
1.06K
New
$151.47 - $375.07 $160K - $396K
1.06K $370K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.36K
New
$201.28 - $266.34 $274K - $362K
1.36K $362K
HRI
Herc Holdings Inc

Industrials
2.71K
New
$102.34 - $142.19 $278K - $386K
2.71K $357K
ARKW
Ark Next Generation Internet E

ETFs
2.09K
New
$82.77 - $147.9 $173K - $309K
2.09K $308K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
12.6K
New
$23.96 - $24.41 $303K - $308K
12.6K $306K
EFSI
Eagle Financial Services Inc

Financial Services
9.74K
New
$29.0 - $32.9 $282K - $320K
9.74K $298K
AEE
Ameren Corp

Utilities
3.11K
New
$94.23 - $101.68 $293K - $317K
3.11K $298K
VIS
Vanguard Industrial ETF

ETFs
1.06K
New
$220.04 - $280.07 $233K - $297K
1.06K $297K
JBL
Jabil Inc

Technology
1.36K
New
$116.88 - $218.1 $159K - $297K
1.36K $297K
DELL
Dell Technologies Inc.

Technology
2.38K
New
$71.63 - $125.98 $170K - $299K
2.38K $291K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
5.87K
New
$28.15 - $47.93 $165K - $281K
5.87K $281K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
1.1K
New
$160.63 - $257.78 $176K - $283K
1.1K $281K
SLB
Schlumberger Limited

Energy
8.24K
New
$31.95 - $42.2 $263K - $348K
8.24K $278K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
12.3K
New
$22.09 - $22.44 $272K - $276K
12.3K $275K
FLLA
Franklin Templeton ETF Tr

ETFs
12.6K
New
$17.7 - $22.06 $224K - $279K
12.6K $274K
KEYS
Keysight Technologies, Inc.

Technology
1.67K
New
$127.02 - $165.4 $211K - $275K
1.67K $272K
EVR
Evercore Inc.

Financial Services
980
New
$163.77 - $271.5 $160K - $266K
980 $264K
ABC
Amerisourcebergen Corp

Healthcare
1.42K
New
N/A
1.42K $262K
DLTR
Dollar Tree, Inc.

Consumer Defensive
2.65K
New
$67.22 - $100.51 $178K - $266K
2.65K $262K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.59K
New
$40.51 - $71.03 $145K - $255K
3.59K $252K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
1.4K
New
$96.11 - $173.53 $135K - $244K
1.4K $243K
NTAP
Net App, Inc.

Technology
2.27K
New
$76.1 - $106.55 $172K - $241K
2.27K $241K
MTG
Mgic Investment Corp

Financial Services
8.63K
New
$22.43 - $28.1 $194K - $243K
8.63K $240K
NEM
Newmont Corp

Basic Materials
4.12K
New
$44.18 - $59.46 $182K - $245K
4.12K $239K
KD
Kyndryl Holdings, Inc.

Technology
5.63K
New
$27.77 - $41.96 $156K - $236K
5.63K $236K
AUB
Atlantic Union Bankshares Corp

Financial Services
7.49K
New
$23.85 - $32.24 $179K - $242K
7.49K $234K
HOOD
Robinhood Markets, Inc.

Technology
2.5K
New
$34.17 - $93.63 $85.4K - $234K
2.5K $233K
CSL
Carlisle Companies Inc

Industrials
612
New
$317.1 - $408.5 $194K - $250K
612 $228K
EME
Emcor Group, Inc.

Industrials
428
New
$342.02 - $534.89 $146K - $229K
428 $228K
LDOS
Leidos Holdings, Inc.

Technology
1.44K
New
$132.9 - $160.3 $191K - $231K
1.44K $227K
NTRS
Northern Trust Corp

Financial Services
1.76K
New
$84.45 - $126.79 $149K - $223K
1.76K $223K
PLD
Prologis, Inc.

Real Estate
2.11K
New
$89.76 - $112.34 $189K - $237K
2.11K $221K
EXEL
Exelixis, Inc.

Healthcare
5.01K
New
$34.13 - $46.26 $171K - $232K
5.01K $220K
XLC
Select Sector Spdr Tr Communic

ETFs
2.03K
New
$86.13 - $108.53 $175K - $221K
2.03K $220K
GM
General Motors CO

Consumer Cyclical
4.48K
New
$42.48 - $50.46 $190K - $226K
4.48K $220K
VST
Vistra Corp.

Utilities
1.14K
New
$98.07 - $195.04 $111K - $221K
1.14K $219K
Activity Summary
Buys All Purchases 433 New Holdings 96 Increased Positions 337 Sells All Sells 344 Reductions 344 Sold out 0 Options Calls 0 Puts 0
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